Interview with John Metalis

Company Stock Plans

In this podcast from our 2016 National Conference, Mike Olah and John Metalis talk about plan sponsor considerations when managing, monitoring, and evaluating company stock in 401(k) plans



Based in Washington, DC, Mr. Matelis leads Evercore Trust's Finance group responsible for overseeing investments, executing trading strategies, and conducting due diligence for client mandates. His primary responsibilities include managing the functional group, performing financial analyses, delivering client service and contributing to business development efforts.

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